Mount Yale Investment Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Mount Yale Investment Advisors’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-131	Closed	-$5.77K	–	1421
2025 Q2	$5.77K	Buy	+131	New	+$5.7K	﹤0.01%	1217

Other funds holding RWO

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mount Yale Investment Advisors's RWO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2025, closing a stake of 131 shares — an estimated $5.77K sold.

Mount Yale Investment Advisors first reported a position in RWO in Q2 2025 and held it in 1 quarter. The position peaked at $5.77K in Q2 2025. 205 funds tracked by Wall St. Rank hold RWO as of Q3 2025.

Mount Yale Investment Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 131 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2025, an estimated $5.77K.
Mount Yale Investment Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $5.77K in Q2 2025.
205 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.